Loan Checklist
Loan Checklist:
 
The following documentation will be needed for final underwriting approval. Documentation can be:

  1. Faxed to (210) 493-1253 or
  2. E-mailed directly to Loan Officer or
  3. Dropped off at our office located at 13526 George Rd., Suite 208, San Antonio, Tx, 78230.


  • Copies of two most recent statements for all checking, savings, IRA, money market, mutual funds, 401k, Thrift retirement, stocks and/or bond accounts. (Most recent quarterly statement is also acceptable)
  • Copies of two most recent and consecutive pay stubs (must be within 30 days).
  • Copies of past two years W-2 statements from all employers.
  • Past two years signed tax returns. (all Schedules)
  • Copies of one form of photo ID for both borrower and co-borrower such as valid driver's license, passport, Visa, military ID, green card, immigration card, etc., and social security card.
  • Copies of divorce decrees are required when alimony or child support payments are paid and if disclosed as income. 
  • Earnest money contract for home being purchased.

VA Borrowers also need:

  • DD214
  • Two original Statements of Service (if active duty)
  • Transfer orders (if active duty)
  • Verification of any childcare paid, i.e. paid receipt, child care center statement

If "interim" loan needed, also provide the following: 

  • HUD-1, Settlement Statement on lot purchase (or earnest money contract for lot) 
  • Warranty deed (if available)
  • Lot survey (if available) 
  • Complete set of plans and specifications
  • Earnest money contract from builder
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